Pipedrive CRM review – Pipedrive Outlook Crm Plugin
We review Pipedrive, an easy to use CRM that’s got all the basic tools without the premium features or pricetag. Pipedrive Outlook Crm Plugin.
Pipedrive( opens in new tab) is a user friendly CRM that powers more than 95,000 small and medium-sized organizations. Learn if it’s the best CRM software application options( opens in brand-new tab) for your business in our Pipedrive CRM review. Pipedrive Outlook Crm Plugin.
Pipedrive Outlook Crm Plugin
Pipedrive CRM evaluation: Snapshot
Pipedrive is an incredibly easy to use CRM that’s perfect for small companies turning to CRM software application for the first time. It enables you to build an endless number of custom deal pipelines and move deals through them just by dragging and dropping. The platform likewise uses highly personalized reports, uncomplicated calendar and email integrations, and automated workflows to streamline your sales process. Pipedrive Outlook Crm Plugin.
While Pipedrive does an excellent job with the tools it has, it’s missing a lot of tools that growing organizations need. It doesn’t provide task management tools and there are reasonably couple of e-mail marketing tools. You also need to pay additional for web types and chatbots that can help you generate new leads.
In general, we delight in the experience of using Pipedrive, but we don’t believe the platform sticks out in the congested field of CRM software. For roughly half the rate, Apptivo is just as easy to use, provides just as lots of modification choices, and includes e-mail marketing and task management tools. Pipedrive Outlook Crm Plugin.
Pipedrive CRM crucial functions
Among the best features of Pipedrive is how easy it is to handle deals. The platform begins you off with a default offer pipeline that need to work for the majority of services. Alternatively, you can create a limitless variety of custom offer pipelines, each with as lots of actions as you need. The deal pipelines are essentially kanban boards, permitting you to drag and drop offers from one phase to the next as your sales group makes progress.
Pipedrive Outlook Crm Plugin
Pipedrive consists of an integrated calendar for easily arranging meetings and tasks. If you utilize Outlook or Google Calendar, you can set up automatic two-way sync with your Pipedrive calendar.
The calendar module in Pipeline enables you to propose conference times to a client by designating specific times that you’re offered. Helpfully, upcoming meetings are shown in your deal pipelines by a series of icons.
Pipedrive offers a brand-new suite of tools called Leadbooster to assist you discover brand-new leads. This is a paid add-on to any of Pipedrive’s strategies that costs $39 monthly. It consists of easy web kinds that you can embed in your site in addition to a live chat module with an optional chatbot. Leadbooster likewise includes a web scraping tool that can assist you discover possible clients from a database of more than 400 million online profiles. Pipedrive Outlook Crm Plugin.
The reporting interface in Pipedrive is another emphasize of this platform. You can create an unrestricted variety of custom reporting control panels and lots of custom-made reports. All data can be exported to Excel with a click if you want even more analytical power.
Pipedrive supports automated workflows to help your sales group remain on leading deals. The software application comes with more than 30 workflow design templates that can automatically move offers through your pipeline, schedule meetings, or activate emails. You can likewise create your own workflows utilizing a straightforward visual editing user interface. Pipedrive Outlook Crm Plugin.
Pipedrive CRM: What’s brand-new?
Pipedrive has been hectic making updates to its platform considering that we last reviewed this CRM. It recently added combinations for video conferencing with Zoom and Google Meet, job management with Monday and Trello, and accounting with Xero and Quickbooks. Pipedrive Outlook Crm Plugin.
Pipedrive also included two-factor authentication and provided users the capability to group custom reports within the reporting dashboard.
Pipedrive Outlook Crm Plugin
Pipedrive CRM: Pricing
Pipedrive deals 4 rates plans: Vital, Advanced, Professional, and Enterprise. All strategies consist of limitless deal pipelines, contacts and adjustable reports.
Pipedrive CRM Essential Strategy
The Vital plan has just restricted activity management functions and doesn’t include workflow automation.
Pipedrive CRM Advanced Plan
The Advanced plan includes automation, but does not have combination with cloud storage platforms like Google Drive.
Pipedrive CRM Professional Plan
The Professional plan enables you to arrange your sales employees into teams, offers more in-depth reporting options, and offers customized report fields.
Pipedrive CRM Enterprise Plan
The Enterprise plan comes with phone support (in addition to live chat, available on all strategies) and security alerts.
Strategies can be paid monthly, or annually for a discount rate. You can try out Pipedrive free of charge for 2 week before purchasing a strategy.
Checking Pipedrive CRM
We took Pipedrive for a spin to see how easy this software application is to utilize and how much leeway the customized pipelines and control panels afford. Pipedrive Outlook Crm Plugin.
Pipedrive CRM: Adding deals
We began operating in Pipedrive by creating a set of deals. The procedure was exceptionally easy, since you can add deals right from inside your deal pipeline instead of requiring to very first navigate to the appropriate contact.
A pop-up let us include details about the contact behind the offer, the offer’s anticipated worth, which pipeline to include it to, and what stage to put it in. Even much better, Pipedrive provided the option of including customized fields to the deal information, which would be excellent for scoring leads and designating concern to deals. Pipedrive Outlook Crm Plugin.
Setting up a completely new deal pipeline was just as easy. You can include as numerous stages as you desire, and Pipedrive enables you to appoint a likelihood to each phase to show the possibility of a deal in the stage closing. (Pipedrive doesn’t utilize past information to automatically determine these probabilities.).
Pipedrive Outlook Crm Plugin
Pipedrive CRM: Getting customized reports
Browsing the reporting module within Pipedrive was just as straightforward. The platform consists of a default control panel and 11 premade reports, which on their own will use lots of details for many small companies. Reports in the dashboard can be rearranged simply by dragging and dropping and filtered by date range or a set of workers.
Producing a brand-new report just took a couple of clicks. Pipedrive offers a set of filters that you can integrate with logical operators to develop a highly specific dataset, which you can then plot onto a number of different chart types. Below the charts, you’ll find a summary table with all of the pertinent data and an alternative to export a CSV for more analysis.
All custom reports can be conserved and organized into folders for quick access later. Pipedrive Outlook Crm Plugin.
Alternatives to Pipedrive CRM
Pipedrive stick out for being very easy to use. For the cost, it does not have some innovative functions that we’ve seen in similar CRM software application. Pipedrive Outlook Crm Plugin.
Among the most noteworthy rivals to Pipedrive is Zoho CRM( opens in brand-new tab), which costs just a little more than Pipedrive. Zoho CRM uses unlimited pipelines and control panels much like Pipedrive, but it likewise provides unrestricted workflow automations with its entry-level strategy. It likewise offers email marketing– an important function of a detailed CRM– as a basic feature.
The downside to Zoho CRM is that its feature-rich interface isn’t easy to use, specifically if you’re diving into CRM software for the very first time. Our Zoho CRM evaluation( opens in brand-new tab) discovered that the platform has a high learning curve. However, browsing that curve might be worth it if your business requires to know how to prioritize offers or wants to utilize e-mail marketing to generate brand-new leads.
Another Pipedrive alternative that’s worth a look is Apptivo. This platform is unusual in that it provides just a fundamental set of CRM functions, then lets you tailor the software with lots of apps. That’s a significant advantage if your company is scaling quickly, considering that you can easily add features onto the software as you require them. Pipedrive Outlook Crm Plugin.
The only thing missing out on in Apptivo is the ability to drag and drop offers through your pipeline. But that’s barely essential, and for the price– paid Apptivo plans start at $10/user/month compared to $18/user/month for Pipedrive– we think it’s a much better option for a lot of growing services. Pipedrive Outlook Crm Plugin.
Pipedrive: Final verdict
Pipedrive is among the most easy to use CRM platforms we’ve evaluated. It’s simple to navigate from the minute you initially open the platform and enables you to merely drag and drop offers as they move through your sales pipeline. It’s likewise highly customizable, using unlimited deal pipelines and excellent reporting abilities. Pipedrive Outlook Crm Plugin.
While Pipedrive does a fantastic task at helping your group handle deals and set up meetings with possible clients, we discovered that it’s a lot more minimal in scope and performance than competing CRM software application. Pipedrive has only the most basic e-mail marketing tools readily available and does not offer any functions for project management. In addition, list building functions like web kinds and chatbots require a paid add-on.
Eventually, that suggests that Pipedrive can work well for companies that are upgrading to a CRM for the first time. However, it may not be the best choice for organizations that are trying to find an extensive, scalable CRM solution.
For that, we think Zoho CRM or Apptivo are better options. Apptivo in particular sticks out since it costs considerably less than Pipedrive and uses much of the very same performance. Apptivo’s platform, which utilizes apps like building blocks, can likewise better grow with the requirements of your service. Pipedrive Outlook Crm Plugin.